Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2022
Institutional positions in Eversource Energy as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 832
- −14 vs. Q2 2022
- Shares held
- 273.9M
- +1.74M (+0.6%) vs. Q2 2022
- Total value
- $21.4B
- −$1.68B (−7.3%) vs. Q2 2022
- New holders
- 60
- 342 more added
- Sold out
- 74
- 262 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 2,582 | $201.0K | 0.07% | +2+0.1% | Added |
| Atria Wealth Solutions, Inc. | 2,598 | $202.5K | 0.00% | −19−0.7% | Reduced |
| Conning Inc. | 2,598 | $203.0K | 0.01% | −309−10.6% | Reduced |
| Econ Financial Services Corp | 2,610 | $203.0K | 0.17% | +19+0.7% | Added |
| Clear Street Markets LLC | 2,600 | $203.0K | 0.04% | +1,877+259.6% | Added |
| Romano Brothers and Company | 2,607 | $203.0K | 0.03% | +2,607 | New |
| Ford Financial Group, LLC | 2,642 | $205.0K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,636 | $205.0K | 0.03% | +10+0.4% | Added |
| West Paces Advisors Inc. | 2,633 | $205.3K | 0.07% | +44+1.7% | Added |
| YHB Investment Advisors, Inc. | 2,642 | $206.0K | 0.02% | −80−2.9% | Reduced |
| Albion Financial Group | 2,644 | $206.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,702 | $206.0K | 0.02% | +463+20.7% | Added |
| Lockerman Financial Group, Inc. | 2,667 | $208.0K | 0.60% | +169+6.8% | Added |
| SBB Research Group LLC | 2,710 | $211.0K | 0.30% | +136+5.3% | Added |
| Hilltop Holdings Inc. | 2,721 | $212.0K | 0.03% | +34+1.3% | Added |
| Aaron Wealth Advisors | 2,719 | $212.0K | 0.04% | +2,719 | New |
| Beaton Management Co. Inc. | 2,729 | $213.0K | 0.16% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,766 | $216.0K | 0.03% | −41−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,775 | $216.0K | 0.01% | +20+0.7% | Added |
| TD Private Client Wealth LLC | 2,772 | $216.1K | 0.01% | +253+10.0% | Added |
| Adviser Investments LLC | 2,807 | $219.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,848 | $222.0K | 0.01% | −1,352−32.2% | Reduced |
| Johnson Investment Counsel Inc | 2,851 | $222.0K | 0.00% | +267+10.3% | Added |
| Gateway Investment Advisers LLC | 2,856 | $223.0K | 0.00% | −277−8.8% | Reduced |
| Cedrus LLC | 2,922 | $227.8K | 0.21% | −152−4.9% | Reduced |
| Applied Capital LLC | 2,939 | $229.0K | 0.16% | −10.0% | Reduced |
| Blueprint Investment Partners LLC | 2,939 | $229.0K | 0.06% | +2,939 | New |
| Financial Advocates Investment Management | 2,963 | $231.0K | 0.02% | +229+8.4% | Added |
| Magnetar Financial LLC | 2,971 | $232.0K | 0.00% | −28,817−90.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,978 | $232.0K | 0.02% | −1,117−27.3% | Reduced |
| TrinityPoint Wealth, LLC | 2,970 | $232.0K | 0.05% | +2,970 | New |
| Woodstock Corp | 2,986 | $233.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,984 | $233.0K | 0.07% | +27+0.9% | Added |
| Wilkins Investment Counsel Inc | 3,000 | $234.0K | 0.07% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,011 | $235.0K | 0.01% | +97+3.3% | Added |
| Black Diamond Financial, LLC | 3,044 | $237.0K | 0.10% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,042 | $237.0K | 0.22% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,036 | $237.0K | 0.01% | +10.0% | Added |
| 55I, LLC | 3,050 | $238.0K | 0.01% | +3,050 | New |
| Wipfli Financial Advisors LLC, | 3,078 | $240.0K | 0.02% | +3,078 | New |
| Parcion Private Wealth LLC | 3,090 | $241.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,098 | $242.0K | 0.01% | −147−4.5% | Reduced |
| Dearborn Partners LLC | 3,115 | $243.0K | 0.01% | +28+0.9% | Added |
| Glassman Wealth Services | 3,142 | $245.0K | 0.05% | −26−0.8% | Reduced |
| Advisors Capital Management, LLC | 3,174 | $247.0K | 0.01% | +8+0.3% | Added |
| Sculati Wealth Management, LLC | 3,162 | $247.0K | 0.15% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,186 | $248.0K | 0.07% | +3,186 | New |
| CSM Advisors, LLC | 3,195 | $249.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $249.0K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,219 | $251.0K | 0.03% | −1,428−30.7% | Reduced |
| Moody National Bank Trust Division | 3,225 | $251.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 3,223 | $251.0K | 0.96% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,220 | $251.0K | 0.09% | +18+0.6% | Added |
| Pacer Advisors, Inc. | 3,227 | $252.0K | 0.00% | −88,278−96.5% | Reduced |
| HM Payson & Co | 3,271 | $255.0K | 0.01% | −20−0.6% | Reduced |
| Means Investment Co., Inc. | 3,266 | $255.0K | 0.06% | +8+0.2% | Added |
| Beirne Wealth Consulting Services, LLC | 3,281 | $256.0K | 0.10% | −2,181−39.9% | Reduced |
| Berkshire Asset Management LLC | 3,294 | $257.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 3,315 | $258.0K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,330 | $260.0K | 0.08% | −154−4.4% | Reduced |
| Congress Wealth Management LLC | 3,340 | $260.0K | 0.01% | −111−3.2% | Reduced |
| FC Advisory LLC | 3,343 | $261.0K | 0.13% | −770−18.7% | Reduced |
| RWM Asset Management, LLC | 3,361 | $262.0K | 0.06% | +822+32.4% | Added |
| American Portfolios Advisors | 3,410 | $265.9K | 0.01% | −2,119−38.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,413 | $266.0K | 0.10% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,431 | $267.0K | 0.04% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,439 | $268.0K | 0.11% | +7+0.2% | Added |
| Lincoln National Corp | 3,430 | $268.0K | 0.01% | +574+20.1% | Added |
| Sequoia Financial Advisors, LLC | 3,454 | $269.0K | 0.01% | −51−1.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $269.0K | 0.33% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,513 | $274.0K | 0.01% | −40,800−92.1% | Reduced |
| Smithfield Trust Co | 3,510 | $274.0K | 0.02% | −52−1.5% | Reduced |
| Mayflower Financial Advisors, LLC | 3,528 | $275.0K | 0.04% | −10.0% | Reduced |
| Apollon Wealth Management, LLC | 3,536 | $276.0K | 0.02% | +702+24.8% | Added |
| Boston Private Wealth LLC | 3,582 | $279.0K | 0.00% | +906+33.9% | Added |
| Schechter Investment Advisors, LLC | 3,600 | $280.0K | 0.03% | +624+21.0% | Added |
| Telemus Capital, LLC | 3,612 | $282.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 3,625 | $283.0K | 0.04% | +244+7.2% | Added |
| Centre Asset Management, LLC | 3,714 | $290.0K | 0.08% | +24+0.7% | Added |
| Lazard Asset Management LLC | 3,759 | $292.0K | 0.00% | −71−1.9% | Reduced |
| MAI Capital Management | 3,764 | $293.0K | 0.01% | −56−1.5% | Reduced |
| Acima Private Wealth, LLC | 3,800 | $296.2K | 0.15% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,809 | $297.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,831 | $299.0K | 0.02% | +28+0.7% | Added |
| Quadrant Capital Group LLC | 3,857 | $301.0K | 0.04% | +637+19.8% | Added |
| Avantax Advisory Services, Inc. | 3,895 | $304.0K | 0.00% | −162−4.0% | Reduced |
| Parallel Advisors, LLC | 3,896 | $304.0K | 0.01% | +141+3.8% | Added |
| Zacks Investment Management | 3,953 | $308.0K | 0.00% | +358+10.0% | Added |
| Symmetry Partners, LLC | 4,000 | $312.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,049 | $316.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,073 | $318.0K | 0.05% | −1,424−25.9% | Reduced |
| Hemington Wealth Management | 4,105 | $320.0K | 0.14% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,172 | $325.0K | 0.19% | −95−2.2% | Reduced |
| Grace & White Inc | 4,200 | $327.0K | 0.07% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 4,198 | $327.0K | 0.16% | +4,198 | New |
| Greenleaf Trust | 4,218 | $329.0K | 0.00% | +866+25.8% | Added |
| Cigna Investments Inc | 4,262 | $332.0K | 0.07% | −174−3.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,261 | $332.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,277 | $333.0K | 0.02% | +33+0.8% | Added |
| Central Trust Co | 4,318 | $337.0K | 0.01% | 00.0% | Unchanged |